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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,722 | $64,728-94.2% | $102,184-96.4% | $64,728-94.2% |
| Participation rate | 41.9% | 57.9%-16.0pp | 82.6%-40.7pp | 57.9%-16.0pp |
| Annual return | 33.62% | 49.38%-15.8pp | 31.58%+2.0pp | 49.38%-15.8pp |
| Employer contribution / active EE | $0 | $2,243-100.0% | $3,594-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $952 | $2,729-65.1% | $8,309-88.5% | $2,729-65.1% |
| Admin fee / account holder | $817 | $1,145-28.7% | $11,609-93.0% | $1,145-28.7% |